Mondaq Canada: Wealth Management
Minden Gross LLP
For high net worth individuals and families, taxes resulting from the disposition of an estate can be onerous and can impede a smooth transition of a business to the next generation.
Minden Gross LLP
Looking to found a family business dynasty? Here's a sobering statistic: Only about 10% of family-owned businesses make it past the third generation.
Collins Barrow National Incorporated
As Baby Boomers begin to hit retirement age, a major shift is occurring in succession planning.
Minden Gross LLP
My new year's resolutions never have anything to do with the gym or eating better. It's always focused on the same thing: ensure I get my RRSP contributions in on time.
McLennan Ross LLP
Every spring day brings us closer to warm summer afternoons, perfect for lounging on the deck or at the lake with a cold beverage and our favorite reading material.
Fuller Landau
There are four main events that create a financial windfall: sale of business, lottery win, inheritance, or high net worth divorce situation.
Crowe MacKay LLP
Over the past few years, there has been increasing media coverage on the effect of the baby boomer generation reaching retirement age.
Minden Gross LLP
You might think that giving generous gifts of property or other assets to family members would be fairly cut-and-dried affair.
Crowe Soberman LLP
You are in your 50s or 60s and looking forward to enjoying retirement life in a few years.
Miller Thomson LLP
Rectification is an equitable remedy that allows judicial corrections of a document that, by error in writing, does not reflect the true intentions of the parties.
Miller Thomson LLP
In early February 2015, the Washington based International Consortium of Investigative Journalists released its latest report on the depths of HSBC’s involvement with clients in a wide array of illegal activities
Crowe Soberman LLP
When our medical professional clients meet with us for their annual financial checkup, our primary objective is to ensure that they leave informed and with a sense of relief and comfort.
Borden Ladner Gervais LLP
On December 17, 2014, Bill C-43 received Royal Assent, ushering in a new era of estate planning with proposed changes to the Income Tax Act (the "Tax Act").
Borden Ladner Gervais LLP
On December 17, 2014, Bill C-43 received Royal Assent, ushering in a new era of estate planning with proposed changes to the Income Tax Act (the "Tax Act").
Fuller Landau
Are you ready? The 2014 RRSP contribution deadline is fast approaching! Here are the 2014 RRSP deadlines and contribution limits you need to know ..
MNP
There’s a classic Yogi Berra quote that I often use when talking to clients as it fits so many situations and businesses: "If you don’t know where you are going, you might not get there".
Blake, Cassels & Graydon LLP
The Canada Revenue Agency (CRA) opened its Offshore Tax Informant Program (OTIP) on January 15, 2014.
Campbell Valuation Partners Limited
The transfer of business ownership from one generation to the next can be a challenging task.
Dentons
A description of the important considerations for business owners regarding estate planning.
Crowe Soberman LLP
As a family-business advisor, whenever I meet with clients, we invariably discuss their goals, objectives and yes, even their dreams.
Most Popular Recent Articles
Minden Gross LLP
My new year's resolutions never have anything to do with the gym or eating better. It's always focused on the same thing: ensure I get my RRSP contributions in on time.
Lerners
Some people will ask: "Can I give away my estate to whomever I want? The answer is not as simple as they may want.
Borden Ladner Gervais LLP
Can one owner of a joint bank account withdraw all of the funds for their own purposes? Does the other joint accountholder have any right to claim against the withdrawn funds?
Miller Thomson LLP
Since the enactment of the Family Law Act, Courts have struggled with determining, firstly, if and when the interest of a spouse in a discretionary trust qualifies as "property" as defined...
Miller Thomson LLP
The recent Alberta Court of Queen's Bench case, Morrison Estate (Re), 2015 ABQB 769, considered whether the presumption of resulting trust should be applied...
Borden Ladner Gervais LLP
Financial institutions are besieged by requests to release the assets of deceased people without a probated Will.
Crowe Soberman LLP
Have you ever Google-searched your name on the Internet? If so, were you shocked at what you discovered?
McLennan Ross LLP
Every spring day brings us closer to warm summer afternoons, perfect for lounging on the deck or at the lake with a cold beverage and our favorite reading material.
Crowe MacKay LLP
Over the past few years, there has been increasing media coverage on the effect of the baby boomer generation reaching retirement age.
Fuller Landau
There are four main events that create a financial windfall: sale of business, lottery win, inheritance, or high net worth divorce situation.
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